管理工具.ppt

Profit Pools and petence
Darral G Clarke
Professor of Management
The Marriott School
Brigham Young University
11/11/2017
1
Darral G. Clarke for BM 499
Profit Pools: A Fresh Look at Strategy
Orit Gadiesh and James L. Gilbert
Harvard Business Review
May-June 1998
11/11/2017
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Darral G. Clarke for BM 499
THE PC INDUSTRY’S PROFIT POOL
Value chain focus
Axes
Vertical—operating margin
Horizontal—share of industry data
40%
30
20
10
0
0
100%
share of industry revenue
microprocessors
ponents
puters
software
peripherals
services
The value chain for the PC industry includes six key activities; the profitability of the activities varies widely. pete in the largest but least-profitable segment of the chain.
11/11/2017
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Darral G. Clarke for BM 499
The Profit Pool Lens
The profit pool is the total profit earned in an industry at all points along the industry’s value chain
Segment profitability may vary by customer group, product category, geographic market, or distribution channel
Profit concentration may be very different than revenue concentration
Shape of the profit pool reflects petitive dynamics of a business
Interactions panies and petitive strategies petitors
Product pools are not stagnant
11/11/2017
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Darral G. Clarke for BM 499
THE . AUTO INDUSTRY’S PROFIT POOL
100%
operating margin
source: Harvard Business Review, May-June 1998
auto rental
25%
15
10
5
0
0
share of industry revenue
auto manufacturing
new car dealers
used car dealers
auto loans
auto insurance
aftermarket parts
20
leasing
warranty
gasoline
service repair
The automotive industry passes many value-chain activities. The way that profits and revenues are distributed among these activities varies greatly. The most profitable areas of the car business are not the ones that generate the biggest revenues.
11/11/2017
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Darral G. Clarke for BM 499
Profit Pools: Company Examples
Companies
Automakers
U-Haul
Elevators (OTIS)
Harley Davidson
Polaroid
Co